Business Details
15 Years
experience
Expert Tax & Financial Services in Fontana, CA
JWB Tax & Financial Services has dedicated itself to addressing the financial needs of individuals and businesses since its founding in 2011. Our team of certified professionals brings over two decades of combined experience in tax preparation, accounting, and insurance services, ensuring clients receive accurate, strategic guidance tailored to their unique circumstances. We specialize in federal and state tax planning, bookkeeping, wealth preservation strategies, and insurance solutions, serving clients nationwide from our Fontana, California headquarters. Our commitment to staying current with evolving tax regulations and accounting standards allows us to deliver reliable, forward-thinking advice. By combining the expertise of a large firm with the personalized attention of a small business, we empower clients to make informed financial decisions that enhance long-term stability.Our focus on transparency, ethical practices, and client education has earned us trust within the communities we serve. Whether assisting with tax controversies, business succession planning, or retirement strategies, we prioritize measurable outcomes that align with each client's goals. Our dedication to excellence is reflected in our membership with the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. We remain committed to simplifying complex financial matters and providing peace of mind through customized solutions.
Services
Tax Preparation
Accounting Services
Wealth Preservation
Insurance Services
Details
- Year established: 2011
Highlights and features
- We offer 20+ years of tax and accounting expertise.
- Our team provides personalized service with nationwide reach.
- We deliver cost-effective outsourced accounting solutions.
- Our professionals hold AICPA and state certifications.
- We integrate tax, accounting, and insurance strategies holistically.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants
Services
Tax Preparation
We handle federal and state tax preparation for individuals and businesses. Our experts manage complex filings including multi-state apportionment, estate taxes, and R&D credits. Clients receive strategic planning to minimize liabilities while ensuring compliance with evolving regulations.
Accounting Services
Our accounting team provides monthly/quarterly bookkeeping, financial statement preparation, and payroll processing. We support small businesses with software setup, cash flow management, and compliance reporting for improved financial clarity.
Wealth Preservation
We develop customized strategies for retirement, business succession, and asset protection. Services include trust planning, charitable giving structures, and fiduciary accounting to safeguard wealth across generations.
Insurance Services
We offer health, life, and group insurance solutions tailored to individual and business needs. Our advisors help clients evaluate policies from providers like Blue Shield and Aetna to create comprehensive coverage plans.
People
Jason W. Burke
Owner
Certified Public Accountant with 20+ years of experience. Former Tax Manager at Ontario, CA firm. Specializes in tax strategy, business succession planning, and client-focused financial advisory services.
Questions
What tax services do you offer?
We provide federal/state tax preparation, planning, controversy representation, R&D credits, and multi-state tax strategies for individuals and businesses.
Do you serve clients outside California?
Yes, we offer tax, accounting, and insurance services to clients nationwide through virtual consultations and digital document management.
What accounting software do you support?
We work with QuickBooks, Peachtree, and other small business accounting platforms for bookkeeping, payroll processing, and financial reporting.
